Zàishēng zhōngkōng: Jiàgé qūdòng yīnsù fēnxī 13 / 5,000 翻译结果 Recycled Hollows: Analysis of Price Drivers

Up to now, the start-up load of recycled hollow is less than 70%, most manufacturers have reduced production, and some manufacturers have reduced production due to high temperature, but the inventory of recycled hollow manufacturers is difficult to keep high, and most of them are more than a month.

It can be seen from the table that the start-up of renewable hollow in the first ten days of July showed a significant downward trend. There are three main reasons: First, the weather was hot and the temperature of the workshop was high, so the factory took this opportunity to stop work for maintenance; The accumulation of warehouses caused by the smooth flow, coupled with the recent off-season of the regeneration hollow, the terminal performance is weak, the downstream rigid demand has decreased, and the shipping resistance of the regeneration hollow has increased. In order to alleviate the inventory pressure in the off-season, manufacturers choose to stop production for maintenance or reduce production to reduce the burden; third, the price of cost-end bottle chips has been rising due to the small number of wool bottles, squeezing the profit of recycled hollow, and the cost-side pressure of recycled hollow manufacturers is relatively large. , the intention to lower prices has increased, and even some manufacturers have little intention to receive expectations, so they reduce or stop production in order to lower the price at the cost side.

From the perspective of the regenerated hollow inventory, the inventory days of the regenerated hollow are around 26 days, and some manufacturers have inventory for more than a month, and the pressure is relatively obvious. From the downstream feedback, the terminal demand is weak, the start-up maintains a low load, and the new orders are lacking. Measures to alleviate inventory pressure will be more effective.

It can be seen from the gross profit chart of the regeneration hollow that the gross profit in 2022 will basically fluctuate near the cost line, or even run at a loss. When the price of recycled hollow is similar to the price in previous years, the profit gap is completely different. There are two main reasons for this situation: First, the demand for recycled hollow is not good, the intention of manufacturers to ship has risen sharply, and the price is "invoked". , continue to make profits to attract downstream purchases; second, the number of wool bottles at the cost end of the recycled hollow fiber is small, and the hollow chemical fiber factory is difficult to receive materials, and the increase in price to receive materials has become the mainstream, so the pressure on the cost side has squeezed the profit space of the recycled hollow.